105 minutes | Nov 21st 2020

November 21, 2020 – Gene is Back in the WAEB AM790 Studio! – Listeners Respond! More than Fifteen (15) Questions from our Audience! – Bucket O’ Listener Questions

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Gene answers tons of listener questions:

  • How does he calculate the tax on the profit on the sale of a vacation home?
  • How does she calculate the tax on the profit on the sale of stocks she inherited from her mom?
  • Should his 93 year old mom convert a chunk of her IRA to a Roth IRA?
  • How does 71 year old homeowner protect his wife and children when he passes?
  • Buckets more questions

For our More than Money Audience

Free Second Opinion Meeting

          Do you have questions about your financial situation?

          Are you on track to reach your financial goals – particularly your retirement goals?

          What should you be doing right now?

Schedule a free second opinion meeting with a More than Money advisor? 

Call today (610-746-7007) or email (Gene@AskMtM.com) to schedule your time with us.

         

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